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Insurance & Investment
Journal Archives:

Aquisition Allows QFS Canada to Expand into Atlantic Canada

It gives us access to several hundred advisors firmly connected with Marketing Concepts across the Atlantic region. It gives us physical presence (in the Atlantic region) through an office located in Nova Scotia…So it means we are represented in six of the 10 provinces.



Merger and Acquisiton Activity Heats up in MGA Channel

Consolidation in the managing general agency channel is accelerating with major merger and acquisition deals announced in recent weeks. A number of factors are driving this new level of consolidation including the need to obtain scale to remain profitable, the expectation of increased regulation in this sector, as well as the age of MGA principals – many of whom are looking for a succession plan.



Develop the Traits of a Champion

Mr. Tewksbury received a standing ovation from Qualified Financial Services advisors who heard his message of optimism and perseverance at the company’s 2011 kick-off meeting in January.



Some advisors are taking an interest in TFSAs

... If a client would apply this strategy beginning at age 30, by age 60 he or she would have a lifetime income tax free, says Mr. Spector. He adds that with this strategy, QFS has ...



Planning and partnering strengthen client relationships

... Gribben told the group of advisors gathered at the QFS event. "The client doesn't know your meeting with them was the same as the last ten." Charin Torch, insurance advisor with ...



Find your brand and stand out

...at Qualified Financial Services (QFS) a year ago, Nina Hu, extensively ... I wanted to follow in the footsteps of those institutions." Part of Ms. Hu's work at QFS ...



Staying relevant in an electronic world

... One MGA that is moving forward with a social media strategy is Qualified Financial Services (QFS). Kevin Cott, President of QFS, sees the online world as an opportunity to be ...



Under pressure: MGAs must grow to survive in difficult market conditions

... Kevin Cott, president of Toronto-based Qualified Financial Services (QFS), sees the ... In business for 10 years, QFS has grown at a compound rate of more than 20% per year every ...

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